Group 1: Brain-Computer Interface Development - The Chinese government has issued implementation opinions to promote innovation in the brain-computer interface industry, focusing on the development of high-precision surgical robots for implanting brain-computer interfaces [1] - By 2027, breakthroughs in key technologies for brain-computer interfaces are expected, with the establishment of advanced technology, industry, and standard systems [1] - The industry aims to cultivate 2 to 3 globally influential leading enterprises and a number of specialized small and medium-sized enterprises by 2030 [1] Group 2: Southbound Capital Inflows - As of August 7, southbound capital has recorded a cumulative net purchase of 894.5 billion HKD, surpassing the total net purchase for the entire year of 2024 by 111% [2] - Southbound capital has seen net inflows for three consecutive trading days, with significant purchases in Tencent, Alibaba, and Xiaomi [2] - There has been a notable increase in investor inquiries regarding Hong Kong Stock Connect business this year [2] Group 3: RWA Registration Platform Launch - The RWA registration platform has officially launched in Hong Kong, initiated by the Hong Kong Web3.0 Standardization Association, aiming to facilitate the entire process of RWA asset tokenization [3] - Three Web3.0 standards have been established, including guidelines and technical specifications for RWA tokenization [3] Group 4: Central Bank Operations - The People's Bank of China will conduct a 700 billion CNY reverse repurchase operation on August 8, with a term of three months, to maintain ample liquidity in the banking system [4] Group 5: U.S. Manufacturing Sector Challenges - U.S. manufacturing is facing ongoing pressure due to uncertainties from tariff policies, with economic activities related to manufacturing shrinking since Trump's administration [5] - The ISM reported a manufacturing PMI of 48% for July, indicating contraction, while the unemployment rate has risen and job creation has fallen short of expectations [5] Group 6: Semiconductor Industry Update - Semiconductor manufacturer SMIC reported a 1.7% decline in Q2 sales revenue to 2.209 billion USD, with a projected revenue growth of 5% to 7% for Q3 [7] - The company achieved a 22% year-on-year increase in sales revenue for the first half of the year, with a gross margin improvement [7] Group 7: Central Bank Gold Reserves - The People's Bank of China has increased its gold reserves for nine consecutive months, with a total of 739.6 million ounces as of the end of July [9] - The central bank's strategy aims to diversify its foreign exchange reserves away from the U.S. dollar [9] Group 8: Early Childhood Education Funding - The Ministry of Finance is committed to supporting local governments in improving early childhood education funding mechanisms, emphasizing the importance of increased investment [8] - Recent government meetings have reiterated the need for sustained financial support for the development of early childhood education [8]

华泰证券表示，稳定币市场正处在一个关键的转折点，从一个主要服务于加密货币交易的利基工具，演 变为日益融入全球支付和金融体系的基础设施层。长期看，稳定币的规模或具备三阶段需求驱动：1.作 为不可或缺的"链上现金"，或受益加密资产规模增长；2.服务现实世界金融应用，作为新一代支付轨 道，或重塑跨境支付全球格局；3.从金融领域延伸到社交、游戏等去中心化应用全生态，捕获金融应用 以外的价值。 智通财经APP获悉，全球首个RWA注册登记平台于8月7日正式上线，由香港 Web3.0 标准化协会发起， 将打通RWA资产代币化的资料化、资产化和金融化全过程服务体系。同日，Web3.0三项标准立项，包 括《RWA代币化业务指南》、《RWA代币化技术规范》、《基于区块链的稳定币跨境支付技术规范》 等。 大湾区RWA孵化器认为，中国香港正系统性建构"监管-创新-税收"的虚拟资产战略，或推动更多虚拟资 产ETF、结构性产品上市，推动传统金融(如基金、资管)与虚拟资产技术(如区块链、代币化)结合。传 统资产的链上流动性将被显著释放，赋能实体经济。 ...

RWA注册登记平台今日正式在香港上线，由香港Web3.0标准化协会发起，将打通RWA资产代币化的数 据化、资产化和金融化全过程服务体系。同日Web3.0三项标准立项，包括《RWA代币化业务指南》 《RWA代币化技术规范》《基于区块链的稳定币跨境支付技术规范》。 （文章来源：21世纪经济报道） ...

8月4日，三大指数涨跌不一。 相关ETF方面，证券ETF（159841）截至发稿跌0.28%，成交额超3700万元。溢折率0.07%，盘中频现溢 价交易。成分股方面，国泰海通、东方财富、中信证券等飘红。 资金流向方面，截至8月1日，证券ETF（159841）上周五个交易日有4日获资金净流入，累计净流入额 为1.21亿元。 （本文机构观点来自持牌证券机构，不构成任何投资建议，亦不代表平台观点，请投资人独立判断和决 策。） 另据证券时报，7月30日召开的中共中央政治局会议提出，增强国内资本市场的吸引力和包容性，巩固 资本市场回稳向好势头。 此外，据中航证券统计，定增市场火热，利好券商投行业务。截至8月1日，今年以来A股已有78家上市 公司定增落地,增发股份数量合计为882.27亿股，实际募资总额为6642.74亿元，同比大增668.74%。券商 作为定增市场的核心参与主体，将迎来多重业务机遇。一方面，作为主承销商的券商投行业务将直接受 益于承销规模的扩大，带动相关收入显著提升；另一方面，具备雄厚资本实力的券商可通过自有资金或 资管产品参与优质标的的战略配售,在市场估值处于历史低位时布局，有望在未来获得超额投资收益 ...